ALPHA PORTFOLIO MANAGEMENT  Salary

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WHETCOMBE WHEY ROPERS LANE WRINGTON BS40 5NH ENGLAND
TIN: 10606443
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ALPHA PORTFOLIO MANAGEMENT
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Earnings on positions in ALPHA PORTFOLIO MANAGEMENT

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ALPHA PORTFOLIO MANAGEMENT is looking for employees for positions:

financial services administrator

  • financial services administrator

Requirements

  • communication Skills
  • microsoft Office
  • organisational Skills
  • accurate Data Entry
  • attention to detail

Responsibility

  • acting as a primary point of customer contact and providing excellent service
  • providing admin support to portfolio managers
  • completing all required administration processes, daily admin tasks and co-ordinating general business tasks
  • effectively managing personal workload
  • onboarding clients and maintaining client records. Updating internal back-office systems
  • maintaining customer relationships
  • preparing for meetings and presentations
  • updating marketing literature, website and social media accounts